See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,349 | $81,248+54.3% | $155,509-19.4% | $80,856+55.0% |
| Participation rate | 93.9% | 66.2%+27.7pp | 78.2%+15.8pp | 67.6%+26.3pp |
| Annual return | 15.40% | 33.31%-17.9pp | 64.67%-49.3pp | 35.59%-20.2pp |
| Employer contribution / active EE | $5,998 | $3,100+93.5% | $4,672+28.4% | $2,755+117.7% |
| Participant deferral / active EE | $4,977 | $3,452+44.2% | $5,626-11.5% | $4,296+15.9% |
| Admin fee / account holder | $14,361 | $7,997+79.6% | $15,912-9.7% | $6,918+107.6% |